Broker Check

The Strength to persevere...

           The Patience to stay on course...

                    The Focus to succeed... 

At Synergy Securities, we have the strength, patience, and focus...

We combine the strength and resources of a large multi-product Broker Dealer with the small-company feel of an independent, privately held firm. We believe this combination serves our clients' interests well.

Our horizon view gives us a longer-term perspective on our business. It is this patience, and our broad capabilities that allow us to address a wide range of investment needs and foster innovative long term solutions.

Once we get to know our clients and truly understand their needs, we may then access the full array of investment products we have available to craft carefully targeted investment solutions for our clients. At Synergy Securities, we have created an open, collaborative culture that encourages independent thought and fosters creativity when recommending investment solutions to our clients. To facilitate this, we are organized as a collection of teams — each functioning as an entrepreneurial entity within an established organization that ensures all our representatives have the resources they need while seeking to deliver strong, consistent results for our clients. 

Our Commitment to You


At Synergy Securities, we listen to our clients so that we may truly understand your needs. We then work diligently on behalf of our clients, creating long range investment strategies that are tailored to the individual needs of each client and their family.

We are committed to making a positive difference in our clients' lives, and that starts with our obsession with client services. We live up to our promises, and proactively communicate with our clients so that they are comfortable with all of our processes.

Our relationships are built on integrity and ethics, thus we work best with clients looking for peace of mind, who embrace open communication, and trust us to recommend and manage strategies on their behalf.

Strategic Partners

We seek out partners who share the same core values as the Synergy Securities Team.

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The Synergy Team

At Synergy Securities, we know that people are the most important part of any business... That's why we have people you can trust to provide the investments and guidance that meet your needs.

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Career Opportunities

If you are looking for a firm that will provide the strength of a large broker dealer while maintaining the small-company feel of an independent, privately held firm, please contact us to discuss joining the Synergy Securities team.

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